Taylor Neel - INB 4325

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Resume created on DoYouBuzz

Experiences

- Managed $14 Million of the Baylor Endowment Fund in the financials sector
- Created and presented a stock report using Bloomberg and Factset

- Performed financial spreads and presented a credit underwriting report on a prospective client of the bank
- Led multiple projects that drove sales, including generating 300 prospects
- Created reports and presentations using Excel and PowerPoint
- Engaged with clients through relationship reviews and building pitch decks

- Worked on case studies to determine financial needs for individual customers
- Prepared and outlined estate plans and insurance-funded trusts

-Supervised 70 associates and was the top card opener with 300 cards a year

-Learned to connect with people quickly with an emphasis on customer service

Interests

- 100 hour service project
- Designed and created a common room in the Children’s Hospital of Dallas
- Organized volunteers and worked with companies for philanthropic discounts, developed leadership skills and fundraised over $2000

- Awarded first place
- Led a team to create a new innovation and created a comprehensive plan for creation of this technology, including financial budgeting

-Member of business fraternity

- Served on philanthropy committee
- Apparel Chair

Skills

Conversational in Spanish

MOS certified in Excel, Word, Powerpoint, and Access

Education